Roberto Espinosa, AEP®, CAP®, CFP®, ChFC®, CLU®

Business & Estate Planning Specialist

Community Involvement

  • San Antonio Hispanic Chamber of Commerce - Board Member
  • Asociacion de Empresarios Mexicanos (Mexican Entrepreneur Association - Founding Member)
  • UT Health Science Center-San Antonio - Planned Giving Advisory Council
  • World Affairs Council of San Antonio
  • Advisory Council for the Institute of Mexicans Abroad (CCIME) 2009-2011 - Chair of the Economic Development Committee
  • American Red Cross San Antonio - Planned Giving Advisory Committee
  • Mexican American Business Institute - Founding Member
  • San Antonio Business and Economics Society
  • San Antonio Symphony - Board Member, 2010-2011
  • National Association of Estate Planning Council
  • Boy Scouts of America San Antonio, Troop 360 - Assistant Scout Master
  • San Antonio Estate Planning Council
  • National Association of Insurance and Financial Advisors
 

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